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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,734 | $107,941+16.5% | $91,994+36.7% | $152,897-17.8% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.5%+2.2pp |
| Annual return | 30.56% | 89.28%-58.7pp | 69.04%-38.5pp | 345.43%-314.9pp |
| Employer contribution / active EE | $10,863 | $4,212+157.9% | $3,453+214.6% | $4,764+128.1% |
| Participant deferral / active EE | $12,375 | $6,366+94.4% | $5,924+108.9% | $5,851+111.5% |
| Admin fee / account holder | $2,420 | $10,521-77.0% | $7,744-68.7% | $11,599-79.1% |